Purchases and Sales Made in Q1 2021 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q1 2021. The information is specifically focused on institutions that hold shares of Okta, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 8.33% |
$1.04K - $1.46K
|
65
$4.79K
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.38% |
$834 - $1.17K
|
1.05K
$77.5K
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
3New |
$626 - $875
|
3
$221
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$626 - $875
|
3
$221
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3New |
$626 - $875
|
3
$221
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2New |
$417 - $584
|
2
$147
|
|
|
May 12, 2021
Q1 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
2+ 28.57% |
$417 - $584
|
9
$663
|
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2+ 3.57% |
$417 - $584
|
58
$4.27K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$209 - $292
|
3.04K
$224K
|
|
|
May 13, 2021
Q1 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3- 12.0% |
$626 - $875
|
22
$1.62K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3Closed |
$626 - $875
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5Closed |
$1.04K - $1.46K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5Closed |
$1.04K - $1.46K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.14% |
$1.04K - $1.46K
|
3.54K
$260K
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-7- 0.45% |
$1.46K - $2.04K
|
1.56K
$115K
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 3.03% |
$2.09K - $2.92K
|
320
$23.6K
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-12Closed |
$2.5K - $3.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13- 0.21% |
$2.71K - $3.79K
|
6.26K
$461K
|
|
|
Apr 20, 2021
Q1 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14- 4.55% |
$2.92K - $4.08K
|
294
$21.7K
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 28.57% |
$3.34K - $4.67K
|
40
$2.95K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17Closed |
$3.54K - $4.96K
|
0
$0
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-18- 6.69% |
$3.75K - $5.25K
|
251
$18.5K
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20Closed |
$4.17K - $5.84K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.78% |
$5.42K - $7.59K
|
3.32K
$245K
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26Closed |
$5.42K - $7.59K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 36.49% |
$5.63K - $7.88K
|
47
$3.46K
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-29- 2.62% |
$6.05K - $8.46K
|
1.08K
$79.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-30- 1.47% |
$6.26K - $8.75K
|
2.02K
$148K
|
|
|
May 04, 2021
Q1 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-30- 0.19% |
$6.26K - $8.75K
|
16.2K
$1.19M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-32Closed |
$6.67K - $9.34K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-41Closed |
$8.55K - $12K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-43- 2.28% |
$8.97K - $12.5K
|
1.85K
$136K
|
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-45Closed |
$9.38K - $13.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 40.0% |
$10.4K - $14.6K
|
75
$5.52K
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-54Closed |
$11.3K - $15.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 34.38% |
$11.5K - $16K
|
105
$7.73K
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-56Closed |
$11.7K - $16.3K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-58- 5.77% |
$12.1K - $16.9K
|
947
$69.8K
|
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-62- 12.47% |
$12.9K - $18.1K
|
435
$32K
|
|
|
May 07, 2021
Q1 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 5.62% |
$13.6K - $19K
|
1.09K
$80.4K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-68- 2.97% |
$14.2K - $19.8K
|
2.22K
$164K
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-70Closed |
$14.6K - $20.4K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-71- 22.54% |
$14.8K - $20.7K
|
244
$18K
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-72- 86.75% |
$15K - $21K
|
11
$810
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-73- 1.62% |
$15.2K - $21.3K
|
4.45K
$327K
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-81- 0.1% |
$16.9K - $23.6K
|
85.1K
$6.27M
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-83Closed |
$17.3K - $24.2K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-90Closed |
$18.8K - $26.3K
|
0
$0
|